Blog tagged as Financial Advisor

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.

What to Do With Your Old 401(k) When You Switch Jobs

08/23/2023 05:20 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.

Why Advice-Only Financial Planning is a Better Choice

08/09/2023 02:43 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

Should Your Financial Advisor Be a CFP?

05/01/2023 05:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Advisor Be a CFP?
If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.
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